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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
576
Heritage Financial Services
Massachusetts
$207K – – –
WPW
577
Watershed Private Wealth
Illinois
$206K -$9.53K -97 -4%
GPA
578
Guidance Point Advisors
Massachusetts
$206K +$1.47K +15 +0.7%
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$204K – – –
PFA
580
Petra Financial Advisors
Colorado
$203K – – –
PWM
581
Perigon Wealth Management
California
$203K +$205K +2,083 New
PPA
582
Painted Porch Advisors
California
$197K – – –
ATS
583
Ashton Thomas Securities
New York
$195K +$200K +2,031 New
KWAG
584
Kiely Wealth Advisory Group
North Carolina
$193K – – –
TCWA
585
Turtle Creek Wealth Advisors
Texas
$190K – – –
HIA
586
Harbor Investment Advisory
Maryland
$188K – – –
AIA
587
Arcadia Investment Advisors
Idaho
$181K -$3.24K -33 -2%
JGIA
588
Jackson Grant Investment Advisers
Connecticut
$178K +$885 +9 +0.5%
GC
589
Garde Capital
Washington
$176K – – –
AWM
590
AllSquare Wealth Management
New York
$173K – – –
OP
591
ORG Partners
Indiana
$171K +$174K +1,774 New
HWA
592
HHM Wealth Advisors
Tennessee
$161K – – –
RA
593
Rise Advisors
New York
$152K +$786 +8 +0.5%
ACA
594
Aptus Capital Advisors
Alabama
$149K -$4.32K -44 -3%
WIM
595
Westside Investment Management
California
$148K +$133K +1,351 +795%
PMFA
596
Plante Moran Financial Advisors
Michigan
$145K -$12.8K -130 -8%
HF
597
Halpern Financial
Virginia
$138K +$140K +1,422 New
MCM
598
Mill Capital Management
North Carolina
$136K – – –
HI
599
Harbour Investments
Wisconsin
$135K +$295 +3 +0.2%
AIC
600
Archer Investment Corporation
Indiana
$129K – – –